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AI PERSONAL FINANCE TRACKER (EMAIL MCP)
60 second setup
Scans your email for subscription receipts from the past 90 days and builds a Live Artifact dashboard that re-pulls fresh data each time you open it. Shows total monthly spend, an upcoming charges timeline, every active subscription as a card, and a "worth a second look" callout for services you may not be using anymore.
How to use
1. Tap Copy prompt below
2. Paste into a new Claude chat with your email connector set up (Gmail, Outlook, etc.)
3. The Live Artifact dashboard builds itself from your past 90 days of subscription receipts
4. Reopen the artifact anytime to refresh with current data
Build me a personal subscription tracker as a Live Artifact — a saved dashboard that re-pulls fresh data from my email every time I open it, so it always reflects what I'm currently paying for. Before you build, check what email connector I already have set up. — If an email tool is already connected (Gmail, Outlook, etc.), just use it and move straight into building. Don't make me re-confirm. — If nothing is connected, tell me, recommend the right connector, and walk me through hooking it up. Wait for confirmation before moving on. Quick environment check first: this only works in a tool that supports Live Artifacts and email connectors. If that's not the environment I'm in, tell me up front instead of trying to build something half-working. What the dashboard does: Scan my email for the last 90 days and pull every recurring subscription receipt — streaming, software, AI tools, fitness apps, news, cloud storage, anything billing monthly or annually. From each receipt, extract the service name, plan description, monthly cost (annualize any yearly bills into a monthly equivalent), last charge date, and next billing date. Be careful with yearly subscriptions: divide them by 12 for the monthly figure. Don't accidentally count a $60/year plan as $60/mo in the totals. Surface a "Worth a second look" callout — services where I haven't received any non-receipt emails from that brand in the last 30 days. Frame this as a soft signal, not a verdict. I might still use those services and just not be on their mailing list, so the language should suggest review, not cancellation. How it should look — single mobile-proportioned column, around 608px wide, dark mode (near-black background), Linear/Notion vibes, not corporate banking: 1. HERO at the top. - One enormous dollar number in bold white-to-gray gradient typography, with the cents shown smaller and subscripted (like "$197" big, ".86" small). - One muted line under it: "That's $X,XXX a year across N active subscriptions." - Two small pill chips below: "Next: [service] [date]" with a clock icon, and "Biggest: [service] $X/mo" with a circle icon. 2. "WORTH A SECOND LOOK" CALLOUT, prominent under the hero. - Subtle amber-tinted card on near-black, with a glowing amber dot. - Header in small uppercase tracked-out type: "SUBSCRIPTIONS WORTH A SECOND LOOK." - One bold punchy line where the dollar amount glows amber: "$XX/mo on N services you may not be using as much." - A clean list of each one: small brand-colored swatch on the left, service name in the middle, price on the right ("$XX.XX /mo"). - Below the list, one small italic line in muted text: "Based on email activity in the last 30 days — review before canceling anything." 3. TIMELINE: "When's my money leaving?" / "Next 30 days." - A thin horizontal axis with date labels every 5 days (e.g. APR 28, MAY 3, MAY 8…). - A colored dot for each upcoming charge, positioned by date, colored with that brand's signature color. If two charges hit the same day, fan them out vertically. Hover reveals service name + amount. 4. ACTIVE SUBSCRIPTIONS card grid (2 columns). - Section header on the left ("Active subscriptions"), count on the right ("N active"). - Each card has: a brand-colored monogram tile in the top-left (the letter for Netflix in red, Spotify green, ChatGPT teal, Disney blue, Adobe red, etc.) and a small category tag in the top-right (Streaming, Productivity, AI, Fitness, News, Storage, Security) tinted with the same brand color. - Below: service name, plan description in muted text (like "Netflix Premium (4K + HDR)"), then a big bold price with " / mo" in small muted type beside it. - At the bottom: "Next [date]" with a small calendar icon. - Cards in the "second look" set get a tiny amber dot in the top-right corner as a quiet flag. - A subtle vertical accent stripe in the brand color runs down the left edge of each card. - For services without a well-known brand color, pick a reasonable neutral and tell me in chat which ones got a fallback so I know what's approximate. 5. CATEGORY DONUT at the bottom. - Header: "By category" / "monthly $." - Multi-colored donut chart with category-coded segments. Center of the donut shows the total monthly spend with " / MONTH" underneath. - To the right of the donut: a legend listing each category with a colored swatch, the category name, and the monthly amount (e.g. "Streaming $68 /mo"). 6. FOOTER: a small muted line: "Refreshed live from [email source] · last 90 days." Animation and polish: — Subtle fade-up entrance on each section as the page loads, staggered top-to-bottom. — Generous spacing. Large readable typography. Tabular numerals on all dollar amounts so they line up cleanly. — The hero number and the "second look" callout are the two visual anchors that need to land. Everything else supports them. Be honest with me about the data: — If you find very few or no receipts, don't fake a dashboard. Tell me what you found and where you looked, and ask whether my receipts might be in another inbox, a Promotions tab, or filtered into a separate folder. — If a parsed amount looks uncertain — a yearly plan you weren't sure about, a service where the next-charge date wasn't clear, or a number you had to estimate — call it out in chat after the build so I can verify. — If you guessed at a brand color or category for a less common service, tell me which ones so I know what's approximate. Make it feel like a product, not a report. When it's built, tell me where it lives and how I can reopen it later. If anything goes sideways — no receipts found, unsupported email provider, weird data — explain in plain English and suggest a fix instead of giving up.